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Retake & Deferral
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I didn't pass my exam using your study materials. Do you offer a discount to purchase your updated study materials for a subsequent exam?
Yes, we offer a 50% discount off the full retail price for clients who are re-taking their exams and purchased Study Handbooks, Suite, Premium Suite, Platinum Suite, or Review Course at the minimum value of $329. Please visit the UpperMark Assurance page for details of this discount.
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I didn't pass my exam using study materials from another company. Do you offer a discount on your study materials?
Yes, we offer a 40% discount off the full retail price to qualifying candidates. You may
be eligible to participate in this offer if you purchased a study
package from another company, were unsuccessful on your CAIA exam, and
wish to purchase a Suite, Premium Suite, or Platinum Suite.
To receive the discount, we ask that you kindly email us the information below.
- Written documentation from the CAIA Association of your enrollment in a prior CAIA exam period,
- Written documentation from the CAIA Association confirming your enrollment for the same Level exam in the current exam period, and
- Receipt of your study package purchase from the other company.
Eligible CAIA documentation includes a screenshot from your account history on the CAIA website.
Once these documents are received and reviewed, an UpperMark associate will follow up.
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I deferred my exam. Do you offer a discount to purchase your updated study materials?
Yes, we offer a 50% discount off the full retail price for clients who deferred their exams and purchased Study Handbooks, Suite, Premium Suite, Platinum Suite, or Review Course at the minimum value of $329. Please visit
the UpperMark Assurance page for details of this discount.
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